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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
| PA | RA | APPROVED | 2018-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | York | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | York | PA | 11/2016 | 07/2018 |
| Lpl Financial Llc | York | PA | 07/2018 | Present |
1. 7/13/2018- Sequential Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2) 05/29/2025 - RRN Associates, LLC - Inv. Related - Real Estate Rental - At Reported Business Location(s) - Real Estate Rental - Start Date:07/20/2018 - 1 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-04 |
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